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Alexandria Real Estate Equities

546 hedge funds and large institutions have $21.2B invested in Alexandria Real Estate Equities in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 194 increasing their positions, 193 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 37

63% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $13.9M

8% more funds holding

Funds holding: 505546 (+41)

4.69% more ownership

Funds ownership: 100.68%105.37% (+4.7%)

3% more capital invested

Capital invested by funds: $20.6B → $21.2B (+$631M)

1% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 193

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
546
Holders Change
+41
Holders Change %
+8.12%
% of All Funds
11.02%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.22%
New
84
Increased
194
Reduced
193
Closed
37
Calls
$22.6M
Puts
$13.9M
Net Calls
+$8.72M
Net Calls Change
+$7.89M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
476
Harbor Investment Advisory
Maryland
$51K +$20.2K +121 +61%
CAL
477
Capital Analysts LLC
Pennsylvania
$46K -$81.5K -488 -63%
SIAS
478
Shine Investment Advisory Services
Colorado
$42K
TFS
479
TrustCore Financial Services
Tennessee
$41K
APC
480
Aspire Private Capital
North Carolina
$41K +$43.2K +259 New
Bessemer Group
481
Bessemer Group
New Jersey
$37K +$3.67K +22 +10%
NFG
482
Next Financial Group
Texas
$37K +$38.7K +232 New
Millennium Management
483
Millennium Management
New York
$35K +$34.1M +204,258 +1,395%
GWM
484
Geneos Wealth Management
Colorado
$35K
AIM
485
AIA Investment Management
Singapore
$31K
T
486
TOBAM
France
$31K +$32.2K +193 New
PCM
487
Prelude Capital Management
New York
$30K -$49.4K -296 -61%
GCM
488
Gables Capital Management
Florida
$30K
AAM
489
Advisors Asset Management
Colorado
$30K +$22.5K +135 +260%
TPCW
490
TD Private Client Wealth
New York
$26.9K -$835 -5 -3%
OSAM
491
O'Shaughnessy Asset Management
Connecticut
$26K +$8.85K +53 +48%
FRA
492
Front Row Advisors
California
$25K -$334 -2 -1%
FMII
493
Farmers & Merchants Investments Inc
Nebraska
$24K
AIL
494
AGF Investments LLC
Ontario, Canada
$24K +$25.4K +152 New
AWM
495
AllSquare Wealth Management
New York
$20K
NSIM
496
North Star Investment Management
Illinois
$20K
BCA
497
Berman Capital Advisors
Georgia
$20K +$1.34K +8 +7%
FHA
498
First Horizon Advisors
Tennessee
$20K +$16.5K +99 +354%
BHWM
499
Bay Harbor Wealth Management
Maryland
$20K +$19.4K +116 +1,933%
TFO
500
Tarbox Family Office
California
$18K

ARE Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Alexandria Real Estate Equities (ARE) for Q3 2020, worth a combined $21.2B — up 3.1% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new ARE positions and 37 closed out — a net gain of 47 holders — while 194 added to existing stakes and 193 trimmed.

The largest buyer was Norges Bank, adding an estimated $376M. The largest seller was State Street, cutting an estimated $134M.

  • 546 institutional investors held Alexandria Real Estate Equities (ARE) as of Q3 2020, up from 505 in Q2 2020.
  • Funds reported $21.2B of Alexandria Real Estate Equities stock for Q3 2020, up 3.1% quarter-over-quarter.
  • 84 funds opened new Alexandria Real Estate Equities positions in Q3 2020 and 37 closed out, a net change of +47 holders.
  • The largest Alexandria Real Estate Equities buyer in Q3 2020 was Norges Bank, an estimated $376M added.
  • The largest Alexandria Real Estate Equities seller in Q3 2020 was State Street, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2020.